Mark Giometti, financial advisor Arlington MA

Mark Giometti

CRD Number: 7081340
Current Firm: Black Diamond Financial Planning, LLC

Mark Giometti (CRD# 7081340) is an Investment Advisor Representative working at Black Diamond Financial Planning, LLC in Arlington, MA and has 1 year of experience in the finance industry. Mark Giometti has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Black Diamond Financial Planning, LLC Arlington, MA Jan 2008 - Current 16

Mark Giometti has no recent exams reported.
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Mark C. Giometti
Phone Number: 617-459-7075
Registered State(s):
  • MA
Current Firm Details
Black Diamond Financial Planning, LLC
Firm's CRD Number: 297041
By the Numbers
  • Total Assets Under Management
    30
    MILLIONS
  • Total Number of Accounts
    9
    ACCOUNTS
  • Average Account Value
    $3,363,069
Compensation Options
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

MA

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